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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $371,623 | $162,136+129.2% | $152,301+144.0% | $154,746+140.2% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 15.11% | 91.02%-75.9pp | 80.50%-65.4pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,087 | $4,890-77.8% | $4,624-76.5% | $4,379-75.2% |
| Participant deferral / active EE | $1,355 | $8,341-83.8% | $8,004-83.1% | $6,730-79.9% |
| Admin fee / account holder | $10,914 | $15,759-30.7% | $14,398-24.2% | $14,365-24.0% |